Create MemberVault users for new Microsoft Dynamics 365 CRM contacts and add them to products
Effortlessly manage new contacts while enhancing your customer experience with this seamless workflow. When a new contact is added to Microsoft Dynamics 365 CRM, this automation enrolls them as a user for a specific product in MemberVault, providing immediate access to essential resources without manual intervention. Save time and streamline your CRM process, ensuring a smooth onboarding experience for your clients.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Add User to ProductThis action will add a user to a product and create a login for them automatically if they don't already have one for your account.
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More things you can do with Microsoft Dynamics 365 CRM and MemberVault
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and MemberVault
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
MemberVault is a Relationship Marketing Platform that allows users to host courses, membership and other digital products in one place.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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